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Vanguard Mega Cap Growth ETF

72 hedge funds and large institutions have $439M invested in Vanguard Mega Cap Growth ETF in 2014 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 29 increasing their positions, 19 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 19

17% more capital invested

Capital invested by funds: $375M → $439M (+$63.7M)

11% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 9

9.85% more ownership

Funds ownership: 149.69%159.54% (+9.8%)

1% more funds holding

Funds holding: 7172 (+1)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $207K

Holders
72
Holders Change
+1
Holders Change %
+1.41%
% of All Funds
2.07%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
10
Increased
29
Reduced
19
Closed
9
Calls
Puts
$207K
Net Calls
-$207K
Net Calls Change
+$75K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$87.4M -$1.44M -97,220 -2%
Bank of America
2
Bank of America
North Carolina
$79.9M -$7.34M -496,210 -9%
U
3
UBS
Switzerland
$41.4M +$20.6M +1,389,945 +106%
SF
4
Synovus Financial
Georgia
$36.7M +$35.4M +2,391,850 New
LNC
5
Lincoln National Corp
Pennsylvania
$27.7M +$1.5M +101,145 +6%
HighTower Advisors
6
HighTower Advisors
Illinois
$20.9M +$1.89M +127,680 +10%
BCI
7
Brinker Capital Investments
Pennsylvania
$13.6M -$84.5K -5,715 -0.6%
MAA
8
Managed Account Advisors
New Jersey
$13M +$717K +48,490 +6%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$10.9M +$243K +16,465 +2%
TAIM
10
TD Ameritrade Investment Management
Nebraska
$10.7M -$1.13M -76,160 -10%
LPL Financial
11
LPL Financial
California
$9.71M +$761K +51,495 +9%
RJA
12
Raymond James & Associates
Florida
$8.12M -$34.5K -2,330 -0.4%
AWM
13
Avior Wealth Management
Nebraska
$7.11M +$222K +15,005 +3%
Wells Fargo
14
Wells Fargo
California
$6.84M +$1.1M +74,070 +20%
AC
15
Alexandria Capital
Virginia
$6.13M +$993K +67,135 +20%
ECM
16
ETrade Capital Management
Virginia
$5.51M +$235K +15,925 +5%
SCM
17
SOL Capital Management
Maryland
$4.87M -$40.7K -2,750 -0.9%
Ameriprise
18
Ameriprise
Minnesota
$4.43M -$288K -19,485 -6%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$3.41M -$1.24M -83,910 -27%
Goldman Sachs
20
Goldman Sachs
New York
$2.95M -$15.2K -1,025 -0.5%
SG Americas Securities
21
SG Americas Securities
New York
$2.88M +$2.77M +187,400 New
CCA
22
Checchi Capital Advisers
California
$2.79M +$136K +9,225 +5%
IFS
23
Ifrah Financial Services
Arkansas
$2.75M -$40.1K -2,715 -1%
SIC
24
Salem Investment Counselors
North Carolina
$2.6M +$109K +7,375 +5%
OC
25
Oarsman Capital
Wisconsin
$2.33M +$64.1K +4,335 +3%